5,043 hedge funds and large institutions have $2.12T invested in Apple in 2024 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 1,975 increasing their positions, 2,599 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,043
Holders Change
-31
Holders Change %
-0.61%
% of All Funds
72.94%
Holding in Top 10
2,982
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-0.13%
% of All Funds
43.13%
New
171
Increased
1,975
Reduced
2,599
Closed
136
Calls
$64.1B
Puts
$55.6B
Net Calls
+$8.51B
Net Calls Change
+$2.44B
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
1201
Rokos Capital Management
United Kingdom
$39M +$39M +167,433 New
UBV
1202
United Bank (Virginia)
Virginia
$38.9M +$154K +662 +0.4%
TAM
1203
Trust Asset Management
Texas
$38.9M -$614K -2,636 -2%
SC
1204
Saybrook Capital
North Carolina
$38.9M -$3.52M -15,093 -8%
FNA
1205
First National Advisers
Nebraska
$38.7M +$3.05M +13,097 +9%
WP
1206
Wedgewood Partners
Missouri
$38.7M -$396K -1,758 -1%
VF
1207
Vest Financial
Virginia
$38.6M +$7.88M +33,826 +26%
SCM
1208
Schnieders Capital Management
California
$38.6M -$65K -279 -0.2%
RA
1209
RFG Advisory
Alabama
$38.5M -$1.11M -4,767 -3%
PCM
1210
Pennsylvania Capital Management
Pennsylvania
$38.5M -$1.31M -5,642 -3%
1SB
1211
1ST Source Bank
Indiana
$38.5M -$359K -1,541 -0.9%
SMC
1212
Smith, Moore & Co
Missouri
$38.5M +$13.3K +57 +0%
TTWM
1213
TCV Trust & Wealth Management
Virginia
$38.4M -$898K -3,854 -2%
WP
1214
Westmount Partners
California
$38.4M +$18.2K +78 +0%
SW
1215
Solidarity Wealth
Utah
$38.3M +$2.22M +9,507 +6%
OC
1216
Oakmont Corp
California
$38.3M -$26.9M -120,459 -41%
HAIM
1217
Hunter Associates Investment Management
Pennsylvania
$38.3M -$413K -1,772 -1%
WPC
1218
Waters Parkerson & Co
Louisiana
$38.2M -$589K -2,529 -2%
BWM
1219
Buckley Wealth Management
Nevada
$38.2M -$1.18M -5,080 -3%
BFIC
1220
Bedell Frazier Investment Counselling
California
$38.1M -$1.03M -4,426 -3%
NFG
1221
Nadler Financial Group
Illinois
$38.1M -$154K -661 -0.4%
RCAG
1222
Rehmann Capital Advisory Group
Michigan
$38.1M -$1.05M -4,517 -3%
Koshinski Asset Management
1223
Koshinski Asset Management
Illinois
$38.1M -$1.05M -4,508 -3%
FLII
1224
First Long Island Investors
New York
$38M +$18.2M +77,914 +91%
DS
1225
DRW Securities
Illinois
$38M -$5.69M -24,423 -13%